Outlook CRM Background

Save Marketing Campaign Template

You can always use your marketing templates for new campaigns

Applies to

 
If you created a template for your campaigns and you are satisfied with it, use it for future campaigns. It is better to re-use and edit it than create a new one from nothing.

At first, you need to know that when you create professional email campaign in eWay-CRM, its template is automatically saved. If you want to use it again, please follow these steps:

  1. Click Send Bulk Email in Marketing Campaign window.
  2. Send Bulk Email

     

  3. If you make ani edit in the campaign, you can click Save. You can close the campaign, then.
  4. Save Marketing Campaign

     

  5. If you open editing window next time, you get back to the saved version.

Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table